How to Approve Tasks

Objectives

• Approve Tasks From Emails Notifications
• Approve Tasks From Approval Center
• Approval Sub Tasks Page

Steps

Once a task awaits your approval, the system will send you an email notification. The email contains a convenient link that directs you to the task.

This will open the task page, scroll to the Approval Center and take the necessary action.

Approve from the Tasks Page:

Same actions can be taken from the Task page within Lexzur:

• • Head over to the Tasks page in the system, and open the task you need. 

• • Under the Matter Attachments or Checklist section there is, the Approval Center.
  • If the task awaits your approval, just click on the approver-level actions. click on the green tick to approve or the red x to reject.

Upon adding the approvers, an approval subtask is automatically created for each one. 

Click on the subtask ID next to the approval label. You will be directed to another task page—the one named as the approval label.

Same here, you have two choices: approve or reject

If you need to collaborate further, this subtask page lets you to 

1. • • Edit the description 
     • Add comments 
     • Attach files 

Approval:

To approve the contract, simply click on the approve button, and add comments if needed (optional in this case)

The approval process will proceed and the next approver will be notified similarly to approve the task.

Rejection:

To reject the contract you must specify a comment for rejection.

If you’re the first approver in the order, your rejection halts the task’s journey. It won’t skip to the next approver until you’ve reviewed and approve the task.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!